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FTHY

First Trust High Yield Opportunities 2027 Term Fund
FTHY

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$61.6M +$8.6M +431,309 +16%
PAG
2
Private Advisory Group
Washington
$9.14M -$36.4K -1,826 -0.4%
PAIM
3
Punch & Associates Investment Management
Minnesota
$8.22M +$504K +25,270 +7%
AWA
4
Arete Wealth Advisors
Illinois
$7.98M +$407K +20,430 +5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.36M +$104K +5,216 +1%
RCM
6
Rivernorth Capital Management
Florida
$6.38M +$2.72M +136,243 +75%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$6.2M +$1.16M +57,932 +23%
KAS
8
Kestra Advisory Services
Texas
$5.82M +$43.1K +2,160 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.74M +$550K +27,568 +13%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.07M +$94.2K +4,727 +2%
SMF
11
Sterling Manor Financial
New York
$3.6M -$66.1K -3,315 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.35M +$409K +20,528 +14%
AIC
13
Ameritas Investment Company
Nebraska
$3.25M +$1.39M +69,843 +83%
KPWS
14
Kestra Private Wealth Services
Texas
$1.97M +$125K +6,264 +7%
IFG
15
Independent Financial Group
California
$1.83M -$264K -13,236 -13%
IAIM
16
International Assets Investment Management
Florida
$1.82M -$611K -30,664 -25%
22CM
17
20/20 Capital Management
California
$1.63M -$273K -13,685 -14%
TFS
18
Thoroughbred Financial Services
Tennessee
$1.25M – – –
BRWM
19
B. Riley Wealth Management
Tennessee
$978K -$35.7K -1,790 -4%
NCM
20
Narwhal Capital Management
Georgia
$749K +$136K +6,814 +22%
WS
21
Wedbush Securities
California
$727K -$76.1K -3,817 -10%
DADC
22
D.A. Davidson & Co
Montana
$714K +$64.2K +3,218 +10%
BRWA
23
B. Riley Wealth Advisors
Florida
$700K +$3.97K +199 +0.6%
WAM
24
Wolverine Asset Management
Illinois
$665K +$545K +27,353 +468%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$585K +$302K +15,150 +108%
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